ECA
Elevated Capital Advisors Portfolio holdings
AUM
$357M
This Quarter Return
-0.62%
1 Year Return
+10.31%
3 Year Return
+35.24%
5 Year Return
–
10 Year Return
–
AUM
$289M
AUM Growth
–
Cap. Flow
+$289M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.93%
Holding
178
New
178
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.19% |
| 2 | Financials | 4.14% |
| 3 | Communication Services | 3.77% |
| 4 | Consumer Staples | 3.25% |
| 5 | Consumer Discretionary | 3.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Real Estate Select Sector SPDR Fund
XLRE
$7.68B
| $213K | 0.07% | +4,794 | New | +$213K |
|
177
Walt Disney
DIS
$213B
| $205K | 0.07% | +1,213 | New | +$205K |
|
|
CERN
178
DELISTED
Cerner Corp
CERN
| $200K | 0.07% | +2,841 | New | +$200K |
|